Jana Partners

After several bruising months, industry analysts see Zendesk sale as pressure release

Maybe now, as Zendesk goes private, it can take a deep breath and get back to work outside of the white-hot public investing spotlight where activist investors can lurk, sometimes wreaking havoc.

Zendesk’s final selling price is a warning shot for unicorns

Zendesk selling for a mid-single-digit multiple with positive free cash flow, 30% revenue growth and a recent re-acceleration of top-line expansion should be downright terrifying for unicorns.

Zendesk drama concludes with $10.2 billion private equity acquisition

Zendesk has had a difficult time over the last several months. It has been hounded by activist investors, Jana Partners. It turned down a $17 billion acquisition in February believing it was worth mor

Zendesk punished by investors after vowing to remain independent

Does the spurned $17 billion offer from earlier this year appear more attractive in light of the current downturn? Sure, but enough to put Zendesk's decision to decline in doubt? Let’s find out.

TechCrunch+ roundup: Startup survival tips, content as a service, leading with transparency

Once investors started shaving value from high-flying stocks, it changed the game for early-stage valuations, says Navin Chaddha, managing partner at Mayfield.

Zendesk’s latest problem is an activist investor

Zendesk has been having some issues with its investors lately. Yesterday, activist investor Jana Partners piled on with an SEC filing that wasn't terribly friendly.

ESG and shareholder activism: A tsunami is coming to Silicon Valley

With the increase in attention on ESG issues over the past few years, it’s easy for companies to assume that we’ve reached the crest of the ESG wave. However, we are only at the early stages.

Two large Apple shareholders say it needs to research the impact of smartphones on kids

Two of Apple’s institutional shareholders, hedge fund Jana Partners and California State Teachers’ Retirement System (CalSTRS), are calling on the company to study the impact of smartphone use on

Judge Throws Out CNET's Objections to Investor Lawsuit

The showdown between CNET and its largest shareholder, Jana Partners, may be entering a new phase. Following a tense meeting last week with Jana representatives, there is now a good chance CNET’